Wealth is
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Our investment philosophy starts with you. We tailor our services to your needs and help you develop a comprehensive wealth management solution. That way, our wealth managers get a framework and direction in the work that enables us to create value together.
Portfolio and investment
We help you build a robust, properly diversified portfolio to preserve your capital and achieve long-term growth.
Legal services
We have our own highly qualified staff to help you achieve an efficient tax situation and an optimal ownership structure of your assets, for you and the next generation.
Business services
Our business management unit is a leading provider of corporate secretarial and accounting services, specializing in the needs of investment companies.
While we tailor our advice to our clients’ individual situations, our asset allocation strategies and portfolio construction will seek to achieve an optimal balance between preservation and long-term growth of capital.
Formuesforvaltning believes a local presence strengthens the client relationship. To this end, we maintain local offices throughout Norway and Sweden, and are present in London.
